See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,238 | $106,515+90.8% | $96,683+110.2% | $139,434+45.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 5.58% | 38.43%-32.8pp | 35.69%-30.1pp | 372.94%-367.4pp |
| Employer contribution / active EE | $2,063 | $4,103-49.7% | $3,737-44.8% | $4,751-56.6% |
| Participant deferral / active EE | $5,530 | $5,454+1.4% | $4,878+13.4% | $6,710-17.6% |
| Admin fee / account holder | $1,913 | $7,877-75.7% | $6,730-71.6% | $11,403-83.2% |